WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $296,000 | -79.1% | 2,960 | -79.6% | 0.00% | -76.9% |
| Q1 2017 | $1,415,000 | -41.9% | 14,509 | -43.8% | 0.01% | -35.0% |
| Q4 2016 | $2,436,000 | -9.2% | 25,811 | -17.1% | 0.02% | +5.3% |
| Q1 2016 | $2,682,000 | +1947.3% | 31,152 | +1812.3% | 0.02% | +1800.0% |
| Q4 2015 | $131,000 | +3.1% | 1,629 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $127,000 | -5.9% | 1,629 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $135,000 | -89.4% | 1,629 | -88.9% | 0.00% | -87.5% |
| Q1 2015 | $1,268,000 | -63.4% | 14,729 | -66.7% | 0.01% | -60.0% |
| Q3 2014 | $3,462,000 | +102.5% | 44,228 | +111.2% | 0.02% | +100.0% |
| Q2 2014 | $1,710,000 | – | 20,944 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |